- Module 1: The implementation lifecycle for Finance and Operations will help you to understand the best practices recommended to accomplishing a successful journey through a Finance and Operations implementation, and the tools available to support it.
- Learn about the implementation journey for a successful Finance and Operations project.
- Identify the different phases of a Finance and Operations implementation.
- Module 2: The Microsoft FastTrack service is intended to ease your project implementation by offering guidance on best practices and answering your how-to questions from Microsoft engineering resources, who are committed to making your experience with Dynamics 365, and Finance and Operations, a great success.
- Learn the benefits of being part of the FastTrack program for the success of your implementation.
- Discover the engagement level from the Microsoft FastTrack team with your project.
- Define the roles that are needed for a Finance and Operations implementation.
- Learn about the resources that will support your project.
- Module 3: This module describes the overall functionality of lifecycle services for Finance and Operations apps.
- Understand the functionality and tools of Lifecycle services for Finance and Operations apps
- Reuse existing assets, copy and share data
- Understand Task recorder functionality
- Create a business process model
- Identify and analyze gaps using the Business Process Modeler
- Run the Issue Search tool and analyze results
- Module 4: This module describes how to design and plan an implementation of Finance and Operations apps using Lifecycle Services.
- Prepare documentation for gathered requirements by using methodologies in Lifecycle Services (LCS).
- Define use case scenarios.
- Learn how to participate in the creation of Business requirement documents (BRD).
- Understand the importance of creating and maintaining documented processes.
- Participate in phase-based planning processes and solution design.
- Describe the future state business processes based on a proposed solution.
- Determine when to build versus buy.
- Create Functional Design Documents (FDD).
- Module 5: User acceptance testing is an important step in the go-live preparation. You can use RSAT to automate test cases.
- Test cases and business requirements
- Best practices for recording test cases
- Task recorder
- How to create a BPM library
- How to synchronize and configure your test plan in Azure DevOps
- How to run test cases manually and automatically
- The Regression suite automation tool (RSAT)
- Module 6: You can export or import data in Finance and Operations apps by using the Data management workspace. Validate the data by staging the source data, and then move it to the target tables in the Finance and Operations apps database.
- Identify the correct pattern for a given scenario to use the Data management platform for integration by using data entities.
- Work with the Data management workspace.
- Export data from a legal entity.
- Import data into a legal entity.
- Work with data import and export jobs.
- Clean up the staging tables.
- Module 7: When it is time to migrate data, the more you know, the easier it is to control operational complexity and reduce costs. Your customer's business continuity must be your priority. Learn how to prepare data for migration, by using the data management framework to manage data entities and data entity packages in Finance and Operations apps.
- Choose a data integration (import/export) strategy.
- Identify common migration scenarios and tools in Finance and Operations apps.
- Understand the Bring your own database (BYOD) feature.
- Identify relevant (legacy) systems.
- Identify and import static data that is common between industries.
- Create and review test plans for data migration.
- Identify and extract source data.
- Identify relevant data entities and elements.
- Generate field mapping between source and target data structures.
- Test a data migration and validate output.
- Support the transition between the existing and migrated systems.
- Module 8: Application Lifecycle Management (ALM) is the management of computer programs, which includes managing requirements, software architecture, software development, software maintenance, change management, continuous integration, project management, and released management. Learn about ALM to plan, create, test, and implement code for Finance and Operations apps.
- Define ALM.
- Learn about the different ALM methodologies.
- Build models.
- Create a project plan for building and testing solutions.
- Create processes for release management, change management, and risk management.
- Module 9: Finance and Operations apps are customized by using extensions, which let you add functionality to model elements and source code in the Application Object Tree (AOT) by using Visual Studio.
- Learn about the reasons for creating extensions.
- Determine when to use the extensibility request form.
- Learn about the risk of intrusive customizations.
- Develop code that will extend the functionality of Finance and Operations apps.
- Module 10: Business events provide a mechanism that lets external systems receive notifications from Finance and Operations apps. In this way, the systems can perform business actions in response to the business events.
- Implement new business events through class extension.
- Module 11: As a developer, you are generally part of the data integration scenarios during and after a Finance and Operations apps implementation. This module explores web application programming interfaces (APIs) that are available for Finance and Operations apps and will help you understand the key differences between synchronous and asynchronous integrations for the application.
- Identify integration web application programming interfaces.
- Explore available data integration scenarios.
- Identify the key differences between synchronous and asynchronous integrations.
- Module 12: Integrations are an important component of implementing Finance and Operations apps. By implementing recurring integrations, you can enable the exchange of documents or files between Finance and Operations apps and third-party applications or services.
- Set up a data project.
- Set up a recurring data job.
- Define authorization for integrations by using OAuth.
- Use Microsoft Dataverse to synchronize entities between Dynamics 365 applications.
- Use composite data entities.
- Integrate composite data entities.
- Export composite data entities.
- Learn about Azure Data Lake and Entity Store.
- Learn about Microsoft Power Platform convergence.
- Module 13: Business leaders can make important decisions in their company if they have accurate insight into the underlying financial and operational data. Without data visibility, business leaders are challenged with a nearly impossible task. By using analytics and reporting in Finance and Operations apps, you can empower every business user, depending on their security rights, to get the insights they need to make those important decisions.
- Different types of reports and inquiries in Finance and Operations apps
- Financial reporting
- Configuring Finance and Operations apps for Microsoft Power Platform
- Generating and consuming inquiries and reports
- Module 14: Introduction to Microsoft Power Platform
- Learn the components and features of Microsoft Power Platform
- Identify when to use each Microsoft Power Platform component application to create business solutions
- Understand connectors
- Learn the value of using Microsoft Power Platform to create business solutions
- Module 15: How to build a canvas app
- Learn basic elements of Power Apps
- Build a canvas app
- Customize elements of your app
- Configure and manage app settings
- Module 16: Introduction to Dataverse
- Discover Microsoft Dataverse
- Learn about the Common Data Model
- Identify tables, columns, and relationships
- Learn about environments
- Discover business rules
- Module 17: How to build a simple dashboard
- Learn to connect to data in Power BI desktop
- Transform and model the data you import
- Build basic visualizations
- Create and share a dashboard
- Discover how to collaborate in Power BI
- Module 18: How to build an automated solution
- Explore and build from existing flow templates
- Create a flow triggered by a new record or record change
- Explain how flow can automate and customize approvals
- Module 19: We live in a digital age, and it's difficult to imagine a day without smart devices. You use mobile apps almost every day for your social engagements, online banking, and for booking hotels, flights, and rental cars. With this in mind, it seems only natural that you can use Finance and Operations apps on your smart device.
- The Microsoft Dynamics 365 Unified Operations mobile app
- Use cases for mobile apps
- How to build and work with workspaces
- Module 20: The world of enterprise resource planning (ERP) is continuously evolving and helping customers scale up in productivity and streamline their operations. The evolution of Finance and Operations encourages customers to upgrade their previous Microsoft Dynamics AX versions to the Finance and Operations cloud service.
- How to upgrade from Dynamics AX legacy (AX 2012 and AX 2009).
- How to update from earlier Finance and Operations versions 7.0, 7.1, 7.2, 7.3, and 8.0 to version 10.
- Module 21: Learn how to use performance tools and Lifecycle Services (LCS) environment monitoring tools to enhance your validation and testing experience in Finance and Operations apps.
- Diagnose performance issues by using Trace parser.
- Explore load testing by using the Performance SDK.
- Monitor performance by using the SQL Insights dashboard.
- Monitor server Health metrics in LCS.
- Module 22: If you understand the security architecture of Finance and Operations apps, you can customize it to fit the requirements of your business. Finance and Operations apps, helps keep your sensitive data safe, and users focused on their roles.
- Understand security architecture of Finance and Operations apps
- Manage users
- Manage security
- Apply segregation of duties
- Run security reports
- Module 23: Finance and Operations apps use role-based security to assign access to components in the system. A user who is assigned to a security role has access to the set of privileges that is associated with that role.
- Create and modify roles, duties, privileges, and permissions.
- Review the role-based security hierarchy.
- Use and enforce permissions policies.
- Define the extensible data security framework (XDS).
- Apply security permissions.
- Module 24: All your hard work becomes a success by moving the implemented solution in Finance and Operations apps to the production environment. You want a happy customer, a quality solution, and peace of mind during this important phase, which is known as go-live. Learn how to prepare to go-live with a Finance and Operations apps project by using Dynamics Lifecycle Services (LCS).
- Prepare for go-live
- Complete the Lifecycle Services (LCS) methodology
- Perform User acceptance testing (UAT) for your solution
- Understand the FastTrack Go-live assessment
- Request the production environment
- Module 25: The Feature management experience provides a workspace where you can view a list of features that have been delivered in each release. You can use the workspace to view feature documentation and to enable or disable features.
- Learn about the Feature management workspace in Finance and Operations apps.
- Discover when and how to enable features, including how to disable and reschedule features.
- Learn how to check for feature updates and assign roles.
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